job summary:
we are looking for an enthusiastic mutual fund sales executive to drive sales of our investment products. you will be responsible for building and managing client relationships, converting sales leads into sales opportunities, and ensuring high levels of customer satisfaction. this is a client-facing role that requires both product knowledge and strong interpersonal skills.
key responsibilities:
sales & business development: generate new business by promoting mutual fund products to prospective clients.
client relationship management: build and maintain relationships with retail clients.
product knowledge: stay updated on various mutual fund products, market trends, and financial planning strategies to provide relevant solutions.
target achievement: meet monthly and quarterly sales targets, contributing to the overall growth of the business.
cross-selling: offer other financial products like sips, stp etc., alongside mutual fund investments.
reporting & documentation: maintain accurate client records, reports, and updates on sales activities.
requirements:
experience: 1-3 years of experience in financial products sales (preferably in mutual funds, insurance, or banking).
education: graduation (/bba/finance preferred). mba/pgdm is a plus.
skills:
strong communication and negotiation skills.
in-depth knowledge of mutual fund products and financial markets.
ability to build and maintain client relationships.
self-motivated with a target-driven mindset.
ability to work in a fast-paced, competitive environment.
certifications: nism-series v-a (mutual fund distributor) certification is preferred.
benefits:
competitive salary with performance-based incentives.
training & development programs.
growth opportunities in a fast-growing organization.